Quick Note: Iran conflict and macro readthrough on biotech

Written By Fedor Kolchin

We quickly run through the three strongest macro associations for the biotech industry and its predominant index, and the effect of the US-Iran conflict throughout the first quarter.

Quick Note: Iran conflict and macro readthrough on biotech.

NB: this document was created on 31 March, 2026 and is therefore up to date only as of that date.

Fedor Kolchin
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